Jason Lincoln is a registered investment advisor at Twin City Private Wealth, LLC, based in Winston-Salem, NC. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 260 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Twin City Private Wealth's fees are individually negotiated with each client and are based on a percentage of the value of your portfolio. The maximum fee is 1.50% per year, depending on the level of engagement. Fees are generally paid quarterly, in advance.
Location
301 N Main Street, Suite 1902, Winston-Salem, NC, 27101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jason works part-time as a Clinical CT Instructor at Forsyth Technical Community College, starting in January 2024. This involves reviewing student competencies and paperwork, taking a few hours per week.
Employment History
Current Registrations
Twin City Private Wealth, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.